Eric Simeonoglou is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. His prior work includes roles at Mid-West Forge Corporation, SIFCO Industries, Arconic Inc., and Alcoa Corp. Outside of finance, he owns Simeonoglou, LLC, which provides general engineering services and 3D printing. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers, offering a range of investment approaches and supporting trade execution and custody through BNY Mellon Advisors and Pershing.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Derek Mantel is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Brunswick, OH since 2013. Outside of his advisory role, he is the owner of Spruce Wood, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Aaron Dorner is a financial advisor with Equitable Advisors in Medina, OH, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Berkshire-Hathaway Home Services and owns Aaron Dorner's Outside Solutions, LLC. He is also acting as an executor for his father’s estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at PNC Wealth Management LLC and PNC Bank, N.A. Khalil also operates MK Khalil LLC as a sole proprietor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Tammy Ford is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Prior to UBS, she worked at Mcdonald Investments Inc. and KEY BANK. Outside of her advisory work, she serves as secretary for Edwards Systems Distributor Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets resources.

Brian Olah is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc., Brian Olah Asset Management, Inc., and Brownstone Financial Group, Inc. He is also involved with Halo Wealth Management, LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Paul Patrick is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1995 and was previously with Primerica Financial Services beginning in 1994. Outside of his advisory role, he is involved in the referral of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third parties. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Matthew Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase bank since 2013. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Grech is a financial advisor with Edward Jones in Middleburg Heights, Ohio. He holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Donofrio is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at AXA Advisors, LLC from 2007 to 2019 before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various operational and research tools.

Jonathan Wilterdink is a Series 66-credentialed financial advisor with 10 years of experience at Thrivent Investment Management and Thrivent Financial. He serves on the boards of the East Ohio United Methodist Church Foundation and the Lake County YMCA, where he chairs the mission advancement team. Additionally, he co-owns Trilobite Group LLP, an entity that manages office leasing and tenant relations. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.